Associate Investment Advisor
BBA (Hons)
CPA, CA
Dejan has been working with TD Wealth Private Investment Advice since April 2019. He began his career with a national accounting firm before moving into a senior tax manager role with a Canadian insurance company.
Dejan graduated from Wilfrid Laurier University with a Bachelor of Business Administration (BBA) and from the University of Waterloo with a Bachelor of Mathematics (B.Math). He holds the Chartered Professional Accountant (CPA) designation and completed CPA Canada’s In-Depth Tax Course in 2017.
Away from the office, Dejan and his wife, Julie, spend time socializing with family and friends. He also enjoys long-distance running and skiing as well as playing basketball and tennis.
Client Relationship Associate
CFP®
Client Relationship Associate
CFP®
Jordan joined TD Wealth Private Investment Advice in 2017 after spending two years at an independent brokerage. He focuses most of his time on preparing and updating retirement income projections and financial plans for our clients.
Jordan obtained an Advanced Diploma in Business Administration – Financial Planning from Conestoga College in 2014 and has held the Certified Financial Planner (CFP®) designation since 2018. His next goal is to achieve the Chartered Investment Manager (CIM®) designation.
In his spare time, Jordan and his girlfriend, Sarah, enjoy walking their dogs, Cocoa, Chloe and Daisy, and socializing with friends. He grew up riding horses and continues to ride occasionally.
Client Service Associate
Client Service Associate
Kim has been working with the team since 2003. She is dedicated to helping clients understand their investment accounts and is always available to handle their enquiries, leveraging her deep customer service experience in the financial services industry.
Kim earned a Bachelor of Arts (BA) with a major in Economics from Wilfrid Laurier University. She also holds the Financial Management Advisor (FMA) designation.
Away from the office she spends time with her husband and two children.
